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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,363 | $167,522-85.5% | $151,639-83.9% | $134,532-81.9% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.5%-47.5pp | 81.2%-41.2pp |
| Annual return | -77.44% | 7.81%-85.3pp | 3.34%-80.8pp | 418.27%-495.7pp |
| Employer contribution / active EE | $2,429 | $6,828-64.4% | $6,165-60.6% | $4,741-48.8% |
| Participant deferral / active EE | $7,844 | $8,986-12.7% | $8,363-6.2% | $6,401+22.5% |
| Admin fee / account holder | $2,038 | $13,780-85.2% | $11,613-82.5% | $11,429-82.2% |